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Financial Advisor October 2008 Roy Diliberto	The Dynamic Process Of Monitoring Goals It is our job -- no it is our obligation -- as planners to help our clients achieve their goals and dreams. That may involve changing our portfolios and the way we report results.
Financial Advisor October 2012 Roy Diliberto	Cash Flow In Retirement Clients take a different view than advisors.
Financial Advisor April 2007 Roy Diliberto	Safe Withdrawal Rates--The Magic Bullet? Financial advisors should focus on what clients need to support their lifestyles.
Financial Advisor February 2010 Roy Diliberto	Basic Truths These truths for financial life planners form the foundation of their integrity.
Registered Rep. March 1, 2005 Mark Feffer	The Family Lock Box Retirement planning is all about identifying the client's desired retirement lifestyle, then translating that into savings and investment goals. But increasingly, family crises, and the emotions that go with them, are disrupting these well-laid plans.
Investment Advisor May 2010 Mike Patton	Carpet Balming Linear projections set the stage for more advanced forms of projecting the future, and a new way for independent advisors to become risk managers.
Financial Advisor December 2004 Gregory Bresiger	Your Next Client May be a Child Financial relationships that took an advisor years to build can be quickly ruined by a young person's recklessness with money. That's why it is often critical for advisors to know the children of their clients.
Financial Advisor October 2007 Roy Diliberto	Planning From The Inside Out Dealing with a client's hard financial data may mean discussing their most intense emotions about money.
Financial Advisor November 2005 Roy Diliberto	The Naked Emperor Revisited When clients are promised consistently superior, above-market returns by their financial advisors, are these promises as shallow and invisible as the clothes "weaved" by the tailors in the Hans Christian Anderson fable?
Financial Advisor October 2010 Roy Diliberto	Solutions Looking For Problems As financial life planners, we need to be watchdogs for inappropriate advice that others suggest to our clients.
Financial Advisor February 2008 Roy Diliberto	Measuring True Risk When financial advisors ask clients how much "risk" they are comfortable taking when investing their money, what is it that they really need to know?
Financial Planning November 1, 2007 Stacy Schultz	5 Questions Chuck Toth, head of education planning at Merrill Lynch and secretary of the College Savings Foundation, discusses a new study on the state of college savings.
Financial Planning September 1, 2011 Suzanne McGee	Full-Nest Syndrome Even when a financial advisor is able and willing to work with clients on containing and managing requests for financial help from their boomerang children, they can end up squarely in the middle of one of the most perilous kinds of disagreements: family squabbles over money.
Financial Advisor October 2005 David J. Drucker	Baby Boomers--The Next Chapter Financial advisors don't see boomers significantly changing the planning paradigm, nor posing any threat to their income.
The Motley Fool October 6, 2009 Rich Smith	Oops! I Forgot to Save for Retirement! Actually, I didn't. But maybe you did?
Financial Advisor May 2009 Evan Simonoff	The Big Reset Americans at all income levels are finding ways to enjoy themselves without spending at the breakneck pace they have in the past.
Financial Planning December 1, 2007 Elizabeth O'Brien	Advisor Pulse Many parents are woefully underprepared to fund their children's college expenses, and advisors are well positioned to give them the nudge they need.
Registered Rep. November 1, 2006 Stan Luxenberg	Off-the-Rack Risk Control? Although state 529 plans may look the same on the surface, in reality their asset allocations -- although similarly described -- could be very different. The appeal of age-adjusted 529 plans is that you don't have to do much.
Financial Advisor May 2011 Karen DeMasters	Fear Factor More women than men are worried about having enough money in retirement. Other differences in women's attitudes are important for advisors to know so they can work with them effectively.
Financial Advisor September 2010 Andrew Gluck	Broken Plans Financial advisors urgently need improved tools for coping with the economic mess we're in. What's to be done?
Investment Advisor February 2009 Angela Herbers	Advisor, Heal Thyself Good advice to advisors these days is that they revise their own financial plans.
Financial Planning August 1, 2013 Dave Grant	5 Rules for Going Solo It s been nearly 3 months since I left my former firm to start my own. Here are a few strategies that have helped me so far.
Financial Advisor April 2010 Roy Diliberto	Whose Discovery Is It? The questions we ask our clients in our quest to serve them may end up being therapeutic for them.
Registered Rep. August 24, 2011 Jerry Gleeson	Fidelity: 529 plans not an advisor priority Assets in college-targeted 529 savings plans are growing at double-digit rates, but financial advisors appear to be on the sidelines when it comes to working with clients on the product.
The Motley Fool September 1, 2009 Dan Caplinger	You Can Save Less and Still Retire Rich When you retire, you have one of the hardest tasks still ahead of you: deciding how much of your savings you can afford to spend.
Financial Planning August 1, 2009 Karen Lee	A Fine Line If we really want to serve our clients, we have to be willing to dig a little deeper. We must be ready to go beyond the facts and numbers, into our clients' psychology about money, to give them a fighting chance at financial success.
On Wall Street September 1, 2012	Five Questions with Stephen Brobeck The executive director of Consumer Federation of America discusses boosting financial literacy and the Dodd-Frank law.
Financial Advisor June 2005 Joel P. Bruckenstein	A Great Challenge Facing Advisors And Their Clients The greatest challenge that advisors face in the coming years is helping clients to make their money last a lifetime. Unfortunately, the profession and the software vendors that serve it have yet to offer clients the solutions that they deserve.
Financial Advisor October 2011 Roy Diliberto	Rules Of Dumb Some advisors use rules that dumb down our profession.
Registered Rep. July 2, 2010 Jerry Gleeson	Will Your Clients' Money Last Through Retirement? Researchers Find Answers In Genes It's the unanswerable question every investor eyeing retirement, and his financial advisor, seek an answer to -- How many years do I have to live?
AskMen.com May 21, 2012	Tips From Millionaires Do nothing with the money for six months. Fast decisions are almost always bad decisions. Keep the money in cash or conservative instruments.
Investment Advisor March 2006 Angela Herbers	The Fast Track: Glory Days Financial planners need to decide whether they want stardom or the benefits of a growing firm.
The Motley Fool August 6, 2004 Robert Brokamp	Do You Want to Work Forever? How will you retire if you're not saving enough?
Financial Advisor January 2009 Ray Fazzi	Retirement Dreams Deferred Vanguard Group's Fran Kinniry addresses why what some call the lost decade for equities shouldn't cause clients to bail at just the wrong time.
Financial Planning September 1, 2013 Allan S. Roth	How to Calculate an Advisor's Value Morningstar has a new way to measure the payoff to clients from working with a good planner. Do you measure up?
Financial Planning June 1, 2011 Temma Ehrenfeld	Stop Saving Your new clients, the Eager-Retirees, have accumulated $500,000 by saving 15% of their joint salary of $100,000 a year. They come to you asking if they can afford to retire in two years, when they'll both be 62.
Investment Advisor September 2005 Michael J. Patton	The Truth Behind Fairy Tales Like the three bears, all financial advisory clients are not created equal. Here's how one advisor learned to gain their trust.
Investment Advisor September 2009 Lewis Schiff	The Affluentialist: Building Retirement Portfolios Now Few advisors use a cookie cutter approach to retirement income support.
On Wall Street October 1, 2009 Lauren Barack	The New Retirement Portfolio Repairing retirement portfolios is front and center for every advisor. Unfortunately, depending on an investor's age, rebuilding back to their old balances may not be possible.
Financial Advisor February 2012 Ben Mattlin	Making The Money Last How can advisors convince baby boomers to live within their means so they have enough for retirement?
Financial Planning June 1, 2010 Gregory Salsbury	A New Conversation The market meltdown forced people to start thinking more seriously about retirement. But they're still held back by misconceptions.
Financial Advisor January 2007 Tere D'Amato	Faux Financial Planning If you aren't indispensable to clients, in the end a life insurance agent may fill the void. As a financial advisor, you should resolve to do all you can in 2007 to ensure that your clients understand the pivotal role you play in their financial life.
Financial Advisor March 2011 Somnath Basu	Back To Basics Advisors don't need to rely on complicated models to help clients avert losses.
Financial Advisor July 2009 Andrew Gluck	Advisors Who Get Fired In tough times, good advisors should be able to broach touchy subjects with their clients.
The Motley Fool August 16, 2006 Dan Caplinger	Prioritizing Your Savings Should you save for retirement or for education for your kids?
Investment Advisor October 2007 Kara P. Stapleton	The Kids Stay in the Picture Think of your financial advisory clients' children now, and they're likely to think of you later.
AskMen.com Michael Estrin	10 Common Savings Mistakes Here are the 10 most common mistakes people make about saving money.
The Motley Fool February 25, 2004	10 Lessons to Teach Kids About Money Don't let your kids leave the nest without a solid financial education.
Financial Planning August 1, 2009 Henry K. Hebeler	Risky Business Sometimes being conservative means you have to look at the data very carefully. It's not conservative to base a plan on a diminishing need for money as you age.
Financial Advisor September 2010 Carty & Carty	Both Sides Of The Ledger Barra co-founder Andrew Rudd is helping advisors build portfolios that balance client resources against future claims.